Guardian Wealth Advisors (North Carolina)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Buy	6,621 +2,755	+71%	+$127K	0.02%	305
2026 Q1	$179K	Sell	3,866 -6,962	-64%	-$324K	0.01%	357
2025 Q4	$504K	Sell	10,828 -3,136	-22%	-$147K	0.03%	213
2025 Q3	$652K	Sell	13,964 -298,336	-96%	-$13.8M	0.04%	181
2025 Q2	$14.4M	Sell	312,300 -119,417	-28%	-$5.45M	1.02%	22
2025 Q1	$19.9M	Buy	431,717 +11,232	+3%	+$512K	1.59%	15
2024 Q4	$19M	Buy	+420,485	New	+$19.3M	1.5%	15
2023 Q3	–	Sell	-658	Closed	-$29.9K	–	436
2023 Q2	$29.9K	Hold	658	–	–	0.01%	306
2023 Q1	$30.4K	Hold	658	–	–	0.01%	295
2022 Q4	$29.6K	Buy	+658	New	+$29.4K	0.01%	279

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IUSB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 71% in Q2 2026, buying an estimated $127K and bringing the position to 6,621 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #305.

Guardian Wealth Advisors (North Carolina) first reported a position in IUSB in Q4 2022 and has held it in 10 quarters since. The position peaked at $19.9M in Q1 2025. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 6,621 shares of iShares Core Universal USD Bond ETF worth $306K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 2,755 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $127K.
iShares Core Universal USD Bond ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #305 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 10 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Core Universal USD Bond ETF position peaked at $19.9M in Q1 2025.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.